How to Personalize Luminate CRM and Salesforce

Extensibility Unleashed!!!Learn how to personalize LCRMPRESENTED BY

GREGORY HEATH

LINTON MYERS

ANNA PATTY

Tuesday, October 7, 2014

10:45 AM to 12:00 PM

Take-away statement…

“Can we build it? Yes we can!”

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#luminatecrm

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Who are these people?!?

“I am Groot!”

Gregory Heath

Marvel Fanatic

“You can trust me…

I’m the Doctor!”

Linton Myers

Solutions Architect

“I have no idea who

these people are!”

Anna Patty

Dev. & Comm. Coord.

What is Salesforce?

1. Cloud-based CRM (Contacts, Opportunities,

Campaigns)

2. Platform (for development)

3. Ecosystem of vendors/applications (Blackbaud)

Ecosystem

It’s a package!

• Use Salesforce as the development platform

• Use Salesforce CRM content like Contacts, Accounts,

Opportunities and Campaigns

• Built our own content and “packaged it” into an

application

• Gets installed just like you would something on iTunes

• This is how LCRM is created:

• Master package for CRM

• Secondary package for Direct Response

• Secondary package for MultiCenter

What is Luminate CRM?

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NEW Luminate CRM Functionality

UPDATED Salesforce Functionality

What does that mean?

• Luminate CRM is part of the Salesforce platform

• Salesforce is easy to personalize or extend (build on)

• Luminate CRM is an example of the same flexibility

you have just by using Salesforce

What can I (as a

mere mortal) do to

change or add to

Luminate CRM?

What does flexibility/extensibility mean?

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Are you …

Painting a room?

Adding some furniture?

Reorganizing a room?

Or are you …

Calling Norm Abrams?

Adding a new addition?

Renovating a house?

What does flexibility/extensibility mean?

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What does flexibility/extensibility mean?

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What does flexibility/extensibility mean?

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What makes LCRM extendable?

• Platform is meant to be built upon

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What makes LCRM extendable?

• Tools built in to extend

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What makes LCRM extendable?

• Clicks not code (can be done by mere mortals)

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What makes LCRM extendable?

• AppExchange (iTunes for Salesforce)

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Contest for best Lego building!

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Before we get started…

• Caveats and warnings

• Pay attention to “Do Not Do” list (available in the Resource Center)

• Not everything will work for you

• Test first in sandbox

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1. Conga Composer

2. Action Plans

3. Geopointe

4. Volunteers for Salesforce

5. Salesforce for Twitter and Facebook

6. Project Management Tools

7. Apsona

8. Wealth Application

9. Classifications

10. Giving Societies/Groups

What do most clients add?

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What are you going to see today?

• Four main types of extensibility

• UI flexibility

• Process automation

• My personal examples as a client

• Customization

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UI Flexibility

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Process Automation

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What did we do?

Board and Committee Membership• What was issue?

• We needed a way to track board and committee membership

that would be clear and concise and would allow for easy

reporting and tracking.

• Campaigns would be too messy and hard to maintain.

• Classification Types would have been mixed with other classifications

(employee, donor, etc.).

• How did we solve it?

• We created a custom object at the contact level to manage the information!

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What did we do?

Volunteer sign-up, Processing & Hours Tracking • What was issue?

• We needed to have all volunteers sign up online and include

required information for running background checks.

• We wanted to track the processing of new volunteers from

sign-up to background checks to placement .

• We also needed to track hours volunteered, but in a much simpler

way than what is built into Luminate CRM with the Volunteer Job Shift object.

• How did we solve it?

• We created a volunteer sign-up form using “Volunteers for Salesforce.”

• We created a custom object to track the volunteer process.

• We created a custom object to record volunteer hours.

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Step 1:

Sign-up Online

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Step 2:

Information is instantly

entered into Luminate

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Step 3:

Process new volunteer using

the Volunteer Checklist

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Step 4:

Record volunteer hours

as they are completed

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What did we do?

• Board and Committee Membership

• What was issue?

• We needed a way to track board and committee membership that would be clear

and concise and would allow for easy reporting and tracking.

• Campaigns would be too messy and hard to maintain.

• Classification Types would have been difficult to separate fro

• How did we solve it?

• We created a custom object at the contact level to manage the information!

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Anna

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You mean, I can do that?

• Show custom application

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You mean, I can do that?

• Build custom application

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See? That was neat, huh?

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What did you see today?

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Luminate CRM is built on the Salesforce platform:

Customize the user experience

Create new features and integrations

Automate processes and tasks

Use the AppExchange

Questions, yes

Answers, maybe

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Don’t forget to complete

a session survey! Each completed survey enters you into a drawing to win a

complimentary registration to bbcon 2015 in Austin, Texas*.

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be

exchanged, applied to, or combined with any other offer.

You too can build things… With or without Legos.